The Next-Gen Practice: How to Plan for the Future

Multigenerational Practices Enable Long-Term Success

With a wave of advisors set to retire in the coming years, the future of established practices depends on shaping the next generation of advisors. For many of these firms, recruiting talent has taken priority within their long-term planning. Next-gen advisors can offer a sense of security by connecting with and retaining a new generation of clients.

Download our white paper, developed in collaboration with FA-IQ, to learn:

• Strategies for firms looking to recruit and develop next-gen advisors
• Where to recruit new talent and expertise
• How to keep legacy clients in the fold while their established advisor slowly steps away
• How younger advisors can maximize these opportunities for career development